Investing in Security
UPTOVALUE is a solid point of reference for institutional and qualified clients who aspire to seize the opportunities offered by Investment Certificates; financial tools that allow to create tailor-made solutions in line with the needs of the most advanced and demanding investors. Our management team structures and selects the best certificates according to the client’s profile and market momentum. We collaborate with leading issuers including JP Morgan, Citibank, BNP Paribas, Morgan Stanley, Leonteq, Vontobel Bank, Barclays, EFG, BIL, CIC Banque and Commerzbank.
How we implement your solution
1
We analyse the structured products market in depth to identify the most effective strategies in line with investors’ objectives and risk profile.
2
We select the most suitable solutions, evaluating different product categories in the light of market conditions.
3
We are constantly looking for the most attractive pricing conditions, selecting proposals according to the best price approach among issuers.
4
Within 48 hours we present the investor with the solutions we have devised for him, giving him a wide choice based on customised target parameters for duration, underlyings, protection and yield.
5
We capitalise on the distinctive strengths of each issuer – some specialising in currencies, others in commodities, indices or equities – to optimise the investment proposition.
6
Once the investor has chosen the structure suitable to his needs, we launch the product on regulated or OTC markets with all the regulatory and supporting documents.
Who we address to
We offer tailor-made investment solutions adapted to the needs of different types of clients, including HNWI, Family Offices, Asset Managers, and Wealth Managers. We are able to indicate tailor-made structures with customised target parameters for different portfolios and market visions within 48 hours.
Why choose us
Customised structuring
Tailor-made certificates for every need
Direct
Access
To the most prestigious issuing banks
Many years of experience
In capital markets and certificates
Global Operations
Worldwide solutions
